HomeMy WebLinkAbout95-0206This is to certify that the certificate hereunto attached is a true and accurate copy of the original
death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is
subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital
Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed
and commissioned as directed by Act 66 of the General Assembly, approved 29 June 1953, P.L.
304.
~~
N,05., ~3 Rw~. ?/E7
T'PEIPRN~T
M
PERMANENT ~~
M.ACNIIN( ~
~~
~~
ui ~
.~
3
d
d
ut
O
7
z
0
U
O
Z
Z
AUG 18...2001
Date
Fran eropoli, ' ect
Division of Vital Records
P.O. Box 1528
New Castle, PA 16103
COMMONWEALTH OF PENN8Vl1N1N1A • DEPARTMENT OF HEALTH • VITAL, RECORDS '.~ ~ ~ 7 „
CERTIFICATE OF DEATH ~ ,
OF DECEDB?(FirR WO~La~1 _. _ SW[RIE tNIMEA - _ ..
Y
R E'lrjt 500 E x+.~-94) ~~. G I `i' I t~ -
INHERITANCE TAX RETURN CHECK HERE FAESPOUSALR 12/31191
COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENT POVERTY CREDIT IS CLAIMED
DEPARTMENT OF REVENUE (TO BE FILED IN DUPLICATE FILE NUMBER
DEPT.28080t WITH REGISTER OF WILLS 21 ~95
HARRISBURG, PA 17128-0601 ~ COUNTY CODE YEAR
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS
Weidner, Josee M 100 Garfield Drive
DECEDENT SOCIAL SECURITY NUMBER DATE JF DE TH DATE OF BIRTH Carlisle Pa 17013
210-40-0449 01 16 5 11 10 1926 County Cumberland
(F RSTANDAM DDLERNITII,4 G SP SE'S NAME (LAST, SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS)
CHECK
APPRO-
PRIATE
BLOCKS
CORRES-
PONDENT
RECAPIT-
ULATI ON
TAX
COMPUTA-i
TION
1. Original Return
4. Limited Estate
ecedent Died Testate
(Attach copy of Will)
2. Supplemental Return
4a. Future Interest Compromise
(for dates of death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach copy of Trust)
NAME
Mellon Bank N.A., ~ecutor
TELEPHONE NUMBER
717 780-3112
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Scl~. C)
4. Mortgages and Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous personal
Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) (Schedule L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses, AdrTlinistrative Costs,
Miscellaneous Expenses (Schedule H)
10. Debts, Mortgage Liabilities, Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests (Schedule J)
21. If Llne 18 Is greater than Line 19. enter the difference on Line 21. This is the TAX DUE. (2y)
A. Enter the interest on the balance due on Line 21 A.
(21 A)
B. Enter the total of Line 21 and 21A on Line 21 B. This is the BALANCE DUE.
Make Check Payable to: Register of Wills. Agent (21 B)
lJ 3. Remainder Return
(far dates of death prior to 12-13-82)
a 5. Federal Estate Tax Return Required
0 8. Total Number of Safe Deposit Boxes
nv anuyLU!k3E DtREGTED TO
COMPLETE AILING ADDRESS
P•0. x 1010 RM 181-0336
H isburg Pa 1710,;3
(1) 119,000
(2) 91,169.15
(3)
(4)
(5) 13,067.28
~°.
(6)
(7)
0206
NUMBER
0.00
(9}
~8 )
23,207.
(10) 36, 750.61
223,236.43
(11) 59, 958.03
(12) 163 , 278.40
(13) 20, .00
14. Net Value Subject to Tax (Line 12 minus Lin
13
15. e
)
Spousal Transfers (tor dates of death after 6-30-9a), 5ee (15)
(14)
143, 278.40
InslrucUOns for Apphcahle Percentage on Page 2. (Include x
values from Schedule K or Schedule M.1 -
18. Amount of Line 14 taxable at 6% rate (113) 143
278
40 x O6
,
.
(Include values from Schedule K or Schedule M.) 8, 596.70
17. Amount of Line 14 taxable ai 15% rate (17) 0
00 1
.
x
(Include values from Schedule K or Schedule M.) .
5
-
0.00
I8. Principal tax due (Add tax from Lines 15
16
d
19. .
an
17.)
Credits Spousal Poverty Credit Prior Payments Discount
Interest
(18)
8, 596..70
:0. g 6,669.00+ 351.00-
If Line 19 is realer than Llne 18
enter the d
ff (1s) 7,020.00
A ,
i
erence on Llne 20. This is the OVERPAYMENT.
~i~~dk here:Ff;: bu'are requesting a refund of your roverp~ytrierrt (20}
~~~uG~ atiaiues GI penury, r declare that I have examined this return, including accompanying schedules and statements,
and be ief, it is true, correct and com lete. I. c(eclare that all real estate has been reported at true market value. Declaration
represent~tiar of n of which preparer has any knowledge.
SIGNATURE P RSON SPO BLE F ~ ILING RETUR ADDRESS
SIGNATURE ~~' TkTIVE ADDRESS
PA15001 NTF x679 ~~~ I
Cnovnght Forms Suitware Gniv. X994 Nelco. Inc. Iv 94 PAOGt
1,576.70
0.00
1,576.70
.t to trle nest of my Knowledge
preparer other than the personal
- °~ ~~ .~
TE
~ s
Estate of: Josee M Weidner
SIJI~M'lARY OF ALI~X'ATIONS TO BENEFICIARIES
Class A
R Frank Weidner
Richard C Weidner
Michael J Weidner
Linda L Hutzler
34,082.35
34,082.35
41,031.35
34,082.35
143,278.40
21-1995-0206
r i
PA REV-1500 EX (7-94)
Act #48 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for the use of
the spouse. The rates as prescribed by the statute will be:
• 3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96
• 2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97
• 1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98
• Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (v) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
a. retain the use or income of the propelty transferred . ................................................ .
............... X
b. retain the right to designate who shall use the propelty transferred or its income ............... .
........................... X
c. retain a reversionary interest; or ................................................................................ X
d. receive the promise for life of either payments. benefits or care? ............................................ .
2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer propelty without receiving
adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ........................... .
3. Did decedent own an 'in trust for' bank account at his or leer death? ............................... . . . . . . . . . . . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
PA15002 NTFSSao
Cupync~ht Forms Software Only, 1994 Nelco, Inc. N94 PAOU2
~ REV-i5a2 EX + (12-85)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
CCTw~~ n
SCHEDULE A
REAL ESTATE
Josee M Weidner FILE NUMBER
(Property Jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fallmarke ~ao~ 06
which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled
to buy or sell, both having reasonable knowledge of the relevant facts.
ITEM
NO. VALUE AT DATE
DESCRIPTION OF DEATH
1 Property situate and known as 100 Garfield Drive, South
Middleton Township, Cimlberland County, Pennsylvania. Recorded in
Ctuttberland County Deed Book F, Volume 24, Page 1020, dated
8-20-71; appraisal attached
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of same size.)
PA15021 NTF 1271
Copyright Forms Software Only, 7994 Nelco, Inc. N94 PN021
119,000.00
000.00
E V- t 503 •!X + (4-86)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS AND BONDS
cJtHtG Vr
Josee M Weidner
(All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.)
ITEM
NO. DESCRIPTION
FILE NUMBER
1 1,498.261 shs Alliance North American Government Income Trust
Class B Common; OTC @ 6.10
2 200 shs Alliance World Dollar Government Fund II, Inc., Common;
OTC @ 10.9375
3 Regular dividend of $.1186 and capital gain dividend of $.225 on
item no. 2 payable 1-20-95 to holders of record 1-13-95
4 $6,000 Federal Home Loan Mortgage Corp., Series 1576 Class B,
6.00% due 6-15-08; OTC @ 84.94
5 Interest accrued to date of death on item no. 4
6 $3,000 Federal Home Lean Mortgage Corp,, Series 1607 Class N,
5.500 due 10-25-13; OTC @ 77.155
7 Interest accrued to date of death on item no. 6
8 $12,000 Federal Home Lpart Mortgage Corp., Series 1630 Class C,
6.00% due 6-15-23; OTC @ 77.802
9 Interest accrued to date of death on item no. 8
10 $3,000 Federal Home Loan Mortgage Corp., Series 1630 Class E,
6.00% due 9-15-23; OTC @ 75.055
11 Interest accrued to date of death on item no. 10
12 $3,000 Federal Home Lean Mortgage Corp., Series 1628 Class N,
6.50% due 12-25-23; OTC @ 78.0173
13 Interest accrued to date of death on item no. 12
14 $10,000 Federal National Mortgagi=_ Assoc., Remic Trust 1992-73
Class G, 7.50% due 4-25-21; OTC @ 90.25
15 Interest accrued to date of death on item no. 14
16 $6,000 Federal National Mortgage Assoc., Remic Trust 1993-626
Class C, 7.00% due 1-25-03; OTC @ 80.899
17 Interest accrued to date of death on item no. 16
18 $5,000 Federal National Mortgage Assoc., Remic Trust 1993-145
Total from continuation e s)
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of same size.)
PA15031 NTF t2 t2
Cupynght Forms Software Only, 1994 Nelco, Inc. N94PA03t
21-1995-0206
VALUE AT DATE
OF DEATH
9,139.39
2,187.50
68.72
5,096.40
31.00
2,314.65
14.21
9,336.24
62.00
2,251.65
15.50
2,340.52
16.32
9,025.00
57.75
4,853.94
24.50
4,021.25
`--~ 40, 312.61
91,169.15
~ 1
Estate of: Josee M Weidner
SCHIDULE B -- Stocks and Bonds
Item
Page 2
21-1995-0206
No. Value at Date
Description of Death
18 Class A, 6.00% due 8-25-17; OTC @ 80.425
19 Interest accrued to date of death on item no. 18 17.50
20 224.688 shs Flag Investors Telephone Income Fund Inc., Class D; 2 810.85
OTC @ 12.51
21 25 shs Frog, Switch & Manufacturing Co., Connnon; N.L. @ 150.00 3,750.00
22 2,996 shs Mellon DF Intermediate Bond Fund; N.L. @ 11.227534 33,637.69
23 Income accrued to date of death on item no. 22 96.57
TOTAL. (Carry forward to main schedule) 40,~~2.61
~ f
REV-7508 EX+(2-87)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print nr
Josee M Weidner rlLt NUMtitR
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F)
ITEM
NO. DESCRIPTION
1 Personal Property; appraisal attached
2 1990 Buick Skylark; appraisal attached
3 Checking Account No. 182-942-6327 with Mellon Bank
4 Interest accrued to date of death on item no. 3
5 Income and Principal Cash from Josee M Weidner Inter-Vivos Trust
No. 084GBN with Mellon Bank
6 Interest accrued to date of death on item no. 5
7 Cortland Money Market Fund with W H Newbold's Son & Co.
8 Interest accrued to date of death on item no. 7
9 Income balance and accrued income from Robert E Weidner
Testamentary Trust No. 1027BN with Mellon Bank
10 Claim payments from AARP
11 Refund of 1994 Federal Individual Income Tax
TOTAL (Also enter on line 5, Recanitulatio
PA15081 _ .. _ .... "..""„' „ ~ ~ „" ° °i~ ~~ IJ I ICCUCU.~
NTF 72t5
Copynght Forms Software Unly, 1994 Nelco. Inc. N94 PAOSt
21-1995-0206
VALUE AT
DATE OF DEATH
2,749.00
4,200.00
1,762.86
2.88
2,503.22
3.50
6.01
0.03
92.78
1,311.00
436.00
13,067.28
.~ ~
REV-1510 EX + (p-g7)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
TRANSFERS
Josee M Weidner
PLEASE PRINT OR TYPE
THIS
ITEM
NO. SCH. MUST BE COMPLETED & FILED IF THE ANSWER
DESCRIPTION OF PROPERTY
Include name of the transferee, their
relationship to decedent, date of transfer. TO ANY OF THE
EXCLUSION QUESTIONS ON THE RE
TOTAL VALUE
OF ASSE VERSE SIDE O
DECD.
% F COVER SHEET IS YES.
DOLLAR VALUE
OF DECEDENT'S
T INT. INTEREST
1 On 12-13-82 the decedent created
Inter-Vivios Trust No. 0846BN with 0.00
Commonwealth National Bank (now
known as Mellon Bank), retaining
the right to alter, amend or revok e
the trust during her lifetime and
directing that the trust terminate
to her estate at her death. Assets
are returned on Schedule B, Items
no. 22 and 23 and Schedule E, Items
no. 5 and 6 (copy of instrument
attached)
TOTAL (Also enter on line 7, Recapitulation) $ 0.00
Qf more Space is needed. insert additional sheets of same size.)
PAl$101 N7F 1217A
Cnpynnht Forrns Software Only, 1994 Nelco, Inc. N94PAt01
y ~
REV-151t Ex+(7-88)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCWEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ESTATE OF
Josee M Weidner
ITEM
NO. DESCRIPTION
A. Funeral Expenses:
1 Hoffman-Roth Funeral Home -statement
2 Westminister Cemetery Inc -marker
B. Administrative Costs:
1. Personal Representative Commissions
Social Security Number of Personal Representative:
Year Commissions paid
2. Attorney Fees
3. Family Exemption
claimant Michael J Weidner
Address of Claimant at decedent's death
Street Address 100 Garfield Drive
city Carlisle
State PA Zip Code 17013
4. ~ Probate Fees
C. Miscellaneous Expenses:
See Schedule attached
Total from continuation e(s)
TOTAL (Also enter on line 9, RecapitL
(If more space is needed, insert additional sheets of same size.)
PA15111 NTF 1278
Copyright Forms Snitware Only, 7994 Nelco, Inc. N94 PAt 7 t
Relationship SOn
Please Print or Type
FILE NUMBER
21-1995-0206
AMOUNT
7,464.00
599.00
8,197.00
3,500.00
2,000.00
258.00
1;189.4
23 , 207.A~
1 ~
Page 2
Estate of: Josee M Weidner
21-1995-0206
SCHIDULE H, PART C -- Miscellaneous Expenses
Item
No. Description
Amount
1 The Sentinel - estate notice
78.92
2 Cumberland Law Journal - estate notice
40.00
3 Register of Wills, Cumberland County - short certificates
54.00
4 Dennis L Gotshall - appraisal fee
50.00
5 Diversified Appraisal Services - appraisal fee
225.00
6 Marsh & McLennan - liability insurance
105.00
7 Michael Weidner - reimbursement for lawn service and trash
removal 435.00
8 Cline's - replace water heater 51.50
9 Closing Costs
150.00
'mI'AL.(CaYry forward to main schedule) 9.42
REV-7572 E%+(7/93)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENTDECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Josee M Weidner
ITEM
N0. DESCRIPTION
Please Print or Typ
FILE NUMBER
21-1995-0206
MA OUNT
1 Pa Department of Revenue - 1994 State Individual Income Tax
_ --
2 NY Cortnnissioner of Taxation - balance due on 1992 NY Individual
Income Tax Return
3 Internal Revenue Service - balance due on amended 1992 Federal
Individual Income Tax Return
4 Mellon Bank - balance due on line of credit
5 MAC withdrawals prior to death from Checking Account No.
182-942-6327 with Mellon Bank posting after date of death
6 Checks outstanding at date of death
7 Sevice charges on Checking Account No. 182-942-6327
8 Culligan - statement
9 USF&G - statement
10 PP&L - statement
11 MCI - statement
12 United of Pa - statement
13 Mobil Oil Credit Corp - statement
14 Chase Visa - statement
15 Montgomery Ward - statement
16 Cellular One - statement
17 Boscov's - statement
18 Sears Payment Center - statement
19 Credit Card Department - statement
20 Carlisle Cardiopulmonary Assoc - professional services
21 Carlisle Imaging Inc - professional services
TOTAL !Also enter nn lino ~n
,,.914.4 6
27.20
132.91
1, 0],~. 70
8 , 6,~i2.55
'10.51
89.49
175.00
4,609.60
15,530.94
983.31
700.00
74.77
44.75
34.32
39.00
486.96
213.47
36.73
278.77
689.17
36,750.61
PA15121 ..-." .,,'.."'" ~° ~~°°`~°~~, 111~C77 nuunl~nal sneers of same size.)
NTF 2880
Coo vria ht Forms Software Onlv. 7994 Nelco. Inc. N94 PA 727
REV-75 t3 EX+(2-87)
COMMONWEALTH OF PENNSYLVANIA SCHEDULE J
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
is I ATE OF
Josee M Weidner
ITEM
NO. NAME AND ADDRESS OF BENEFICIARY
A. Taxable Bequests:
1 R Frank Weidner
2085 Via Las Cumbres 2
San Diego, Ca 92111
2 Richard C Weidner
304 Las Olas Road
St Augustine, F1 32086
3 Michael J Weidner
100 Garfield Drive
Carlisle, Pa 17013
4 Linda L Hutzler
478 Arwell Court
Frederick, Md 21706
ITEM
NO. NAME AND ADDRESS OF BENEFICIARY
B. Charitable and Governmental Bequests:
1 Carlisle Hospital
Endowment Fund
Carlisle, Pa 17013
2 First Lutheran Church of Carlisle
Carlisle, Pa 17013
Son
Son
Son
Daughter
FILE NUMBER
RELATIONSHIP
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation)
(If more space is needed, Insert additional sheets of same size)
PA15131 NTF 1220A
Cnnvn ont Forms Software Onlv. 7994 Nelco. Inc. N94PA 731
21-1995-0206
AMOUNT OR
SHARE OF ESTATE
34,082.35
34,082.35
41,031.35
34,082.35
AMOUNT OR
SHARE OF ESTATE
10,00 0
10, .00
000.00
~.~.~~st iJ.l ~rtdr (~est~rttertt
OF
JOSEE M. WEIDNER
I, JOSEE M. WEIDNER of South Middleton Township, Cumber-
land County, Pennsylvania, do make, publish and declare this to be
my Last Will and Testament, hereby revoking all Wills and Codicils
by me at any time made. .
'~
~•.1~\
:~
ITEM I: i direct that all inheritance and
estate taxes becoming due by reason of my death, whether such taxes
may be payable by my estate or by .any recipient of any property,
shall be paid by my Executor out of the property passing under
ITEM V of this will, as an expense and cost of administration of
my estate. My Executor shall have no duty or obligation to obtain
reimbursement for any such tax so paid, even though on proceeds
of insurance or other property not passing under this Will. In
the absolute discretion of my Executor, such taxes may be paid
immediately or may be postponed on future or remainder interests
until the time possession thereof accrues to the beneficiaries.
ITEM II: I direct my Executor to pay the
expenses of my last ill:Tess and funeral expenses from the property
passing under this Will as an expense and cost of administration
of my estate.
ITEM III: I give and bequeath all of my
personal jewelry to my daughter, LINDA LOUISE WEIDNER.
Page 1 of 6
[. r
ITEM Iy: If I predecease my husband,
ROBERT E. WEIDNER, I give and bequeath to him absolutely and in
fee simple all of my household furniture and furnishings, books,
pictures, jewelry, silverware, automobiles, wearing apparel and
all other articles of household or personal use or adornment not
disposed of in any prior provision of this Will. If I do not
predecease my husband, I make said bequest to my children living
at the time of my death, to be divided among them as they shall
agree, my Executor to represent any minors in such division.
Should there be no agreement, such property shall be divided
among them by my Executor in as nearly equal portions as is
deemed practical in the sole discretion of my Executor, having
due regard to the personal preferences of such children.
ITEM V: I give, devise and bequeath all
of the rest, residue and remainder of my estate to my husband,
ROBERT E. WEIDNER, if he survives me. In the event he does not
survive me, I make such gift, devise and bequest to the COMMON-
WEALTH NATIONAL BANK, Carlisle, Pennsylvania, as Trustee, IN TRUST
NEVERTHELESS to be held, administered and distributed in accord-
ance with the terms and conditions of a trust or .trusts created
under ITEM V of the Will of my said husband. I hereby ratify and
confirm said trust or trusts absolutely and in every respect.
ITEM VI: No part of the income or princi-
pal of the property held under any Trust created by this Will,
shall be subject to attachment, levy or seizure by any creditor,
spouse, assignee or trustee or receiver in bankruptcy of any bene-
ficiary prior to his or her actual receipt thereof. The Trustee
shall pay over the net income and the principal to the parties
herein designated, as their interests may appear, without regard
Page 2 of 6
i
to any attempted anticipation, pledging or assignment by any bene-
ficiary under a Trust, and without regard to any claim thereto or
attempted levy, attachment, seizure or other process against said
beneficiary.
ITEM VII: In the settlement of my estate and
during the continuance of the foregoing Trusts, my Executor and the
Trustee shall possess, among others, the following powers:
(a) To retain any investments I may have at my
death, including specifically those consisting of
stock of any bank even if I have named such bank as my
Executor herein, so long as my Executor or Trustee may
deem it advisable to my estate so to do.
(b) To vary investments, when deemed desirable
'~ by my Executor or Trustee, and to invest in such bonds,
`.\ stocks, notes, real estate mortgages or other securities
~~ or in such other property, real or personal, as they
shall deem wise, without being restricted to so-called
"legal investments", and without being limited by any
statute or rule of law regarding investments by fidu-
- ciaries.
(c) In order to effect a division of the principal
of my estate or for any other purpose, including any
final distribution, the Executor and Trustee are author-
ized to-'make said divisions or distributions of the
personalty and realty partly or wholly in kind, at a
fair value determined at the date of division or distri-
bution. Should it appear desirable to partition any
Page 3 of 6 ~~~~~n~
real estate, the Executor or Trustee is authorized to
make, join in and consummate partitions of lands, vol-
untarily or involuntarily, including giving of mutual
deeds, recognizances or other obligations, with as
wide powers as an individual owner in fee simple.
(d) To sell either at public or private sale
and upon such terms and conditions as the Executor or
Trustee may deem advantageous to the estate or Trust,
any or all real or personal estate or interest therein
owned by the estate or Trust severally or in conjunc-
tion with other persons or acquired after my death by
my Executor or Trustee, and to consummate said sale or
sales by sufficient deeds or other instruments to the
purchaser or purchasers, conveying a fee simple title,
free and clear of all trust and without obligation or
liability of the purchaser or purchasers to see to the
application of the purchase money or to make inquiry
into the validity of said sale or sales; also, to make,
execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be
necessary or desirable in carrying out any of the
powers conferred upon my Executor or Trustee in this
paragraph or elsewhere in my Will.
(e) To mortgage real estate, and to make leases
of real estate.
(f) To borrow money from any party, including
the Executor or Trustee, to pay indebtedness of mine
Page 4 of 6
4 ~ •
or of my estate, expenses of administration or inheri-
tance, legacy, estate and other taxes, and to assign
and pledge assets of my estate therefor.
(g) To pay all costs, taxes, expenses and
charges in connection with the administration of my
estate or a Trust.
(h) To vote any shares of stock which form a
part of the estate or Trust, and to otherwise exer-
cise all the powers incident to the ownership of
such stock.
' (i) In the discretion of my Executor or Trustee,
to unite with other owners. of similar property in
carrying out any plans for the reorganization of any
corporation or company whose securities form a part
of the estate.
(j) To do all other acts in their judgment
deemed necessary or desirable for the proper and
advantageous management, investment and distribution
of the estate or Trust.
ITEM VIII: In the event that there should
be established in the Last Will and Testament of my husband,
ROBERT E. WEIDNER, Trusts similar to the Trusts herein established
for the benefit of my children and their issue, the Trustee of
each of said Trusts created in this Will shall have the right
of merging it with the similar Trust for the same beneficiaries
Page 5 of 6 _~~~~~~/~ I
i ~ ~
.. ~-
created in my said husband's Will, and operating each of said
merged Trusts as a single Trust.
ITEM IX: Any person who shall have died
at the same time as Testatrix, or in a common disaster with her,
or under such circumstances that it is difficult or impossible to
determine who died first, shall be deemed to have predeceased her.
ITEM X: I nominate, constitute and appoint
my husband, ROBERT E. WEIDNER, to be my Executor. In the event
of his death or his inability or refusal to serve, I nominate,
constitute and appoint the COMMONWEALTH NATIONAL BANK, Carlisle,
Pennsylvania, to be my Executor. My Executor, Trustee and Guardian
shall not be required to give any bond or bonds.
IN WITNESS WHEREOF, I have set my hand and seal to this,
my Last Will and Testament, consisting of this and the preceding
five (5) pages, at the end of each page of which I have also set
my initials for greater security and better identification this
~j day of ~' c'~ ~ , 1978 .
Page 6 of 6
' ~ (SEAL)
Josee M. We ner
We, the undersigned, hereby certify that the foregoing
Will was signed, sealed, published and declared by the above-named
Testatrix as and for her Last Will and Testament, in the presence
of us, who, at her request and in her presence and in the presence
of each other, have hereunto set our hands and seals the day and
year first above written, and we certify that at the time of the
t ~~ r
execution thereof, the said Testatrix was of sound and disposing
mind and memory.
)/ /,
~ / ,
/' ~ ~
i t - -~ ,(SELL) Residing at
j' e
~/?.~, ~ / ~. ~, {SEAL) Residing at
~' /
o%T
/~
~ '-c 4J ~ !-_ ~~~-' (SEAL) Residing at % ~ # ~
r
` ~
~ .~
L+G~ ~~ ' ' ~ i ~~~~yl
t~~ ~~.~ ~.~.~~~IYCt~1~~
OF
R08ERT E, S"1EIDNER
I, ROBERT E, WEIDNER of South Middleton Township, Cumber-
land County, Pennsylvania do
my Last will and Testament, hereby'revokinh and declare this to be
g all Wills and Codicils
by me at any time made.
ITEM I. I direct that all inheritance and
estate taxes becoming due b reason of
Y mY death, whether such taxes
may be payable ,by my estate or b
y any recipient of any property,
shall be paid by my Executor out of the
ITEM V of this Will, as an ex erase and property passing under
p cost of administration of
my estate. My Executor shall have no dut
y or obligation to obtain
reimbursement for an
y such tax so paid, even though on proceeds
of .insurance or other
proparty not passing under this Will: In
the absolute discretion of my Executor, such taxes may be paid
immediately or may be postponed on future or remainder interests
until the time possession thereof accrues to the beneficiaries.
ITEM II:
I direct my Executor to pay the
expenses of my Last illness and funeral expanses from the
passing under this Will as an ex PrOPerty
Dense and cost of administration
of my estate.
ITEM
If T predecease my wife, JOSRR M,
WEIDNER, I give and bequeath to her absolutely and in fee simple
all of my household furniture and furnishings, books, pictures,
jewelry, silverware, automobiles w
Baring apparel and alI other
articles of household or personal use or adornment. If I do not
Page 1 of 12
4 ~~ `
....~...~~a.~.•'~.~....---
"R'E'g~ 9 ' °5 9 : 2 ] FROM
T~ SHPG FRy
PAr,E . 002:•G 1 3
predecease my wife, I make said bequest to my children living at
the time of my death, to be divided among them as they shall
agree, my Executor to represent any minors in such division.
Should there be no agreement, such property shall be divided
among them by my Executor in as nearly equal portions as is
deemed practical in the sale discretion of my Executor, having
due regard to the personal preferences of such children.
ITEM ZV: If I predecease n-y wife, JOSEE M.
WEIDNER, I give, devise and bequeath unto the COMMONWEALTH NATxONAL
~iANK, Carlisle, Pennsylvania, as Trustee (hereinafter referred to
as "Trustee"), an amount, free of all taxes, equal to the maximum
marital deduction allowablQ to my estate for federal estate tax
purposes, reduced by the aggregate marital deduction allowable for
federal estate tax purposes for other property or interests that
pass ar shall have passed to my spouse otherwise than under this
clause and that qualify for the said marital deduction; and further
reduced by an amount, if any, needed to increase my taxable estate
to the largest amount that, after allowing for the unified credit
and any other credits available to my estate, will result in the
imposition of no federal estate tax, IN TRUST NEVERTHELESS, far the
following uses and purposes:
•~ . ,
(a) The Trustee shall have, hold, manage,
invest and reinvest the same, collect the income,
and, beginning at my death, pay over the net
income in quarterly installments to my wife,
~70SEE M. WEIDNER, during her lifetime. The
Trustee shall also, from time to time, pay to
my wife such amounts of principal of this Z'rust
as the Trustee deems necessary for the proper
support, maintenance and medical care of my
wife.
Page 2 of 12
FEB 9 '95 9:22 FROM
+ „ ~
TO SHPG FAX
:~
(b) upon the Leath of my wife, during t~
continued existence of this Trust, my Trustee
shall convey and pay over all of the remaining
assets, whether corpus or income, to or for the
benefit of such person or persons or corporation
or corporations, or the estate of said wife, in
such amounts or proportions, and in such lawful
interests or estates, whether absolutely or in
trust, as my wife may have directed, either by
instrument filed with the Trustee during her
lifetime exercising this Power of Appointment,
or by her Last Will and Testament. This Power
of Appointment shall be exercisable by my wife
alone and in all events. If the above Power of
Appointment is far any reason not validly exer-
cised by my wife in whole or in part during her
lifetime or in her Last Will and Testament, then
upon her death such portion or all of the prin-
cipal of this Trust or such interests and estates
therein as shall riot have been validly appointed
by her shall be added to the assets governed by
ITEM V of this Will.
(c) Only property which is fully eligible
for the marital deduction under the federal
estate tax law shall be assigned to this Trust.
Notwithstanding anything to the contrary con-
tained in this Will, the Trustee of this Trust
shall not retain beyond a reasonable time any
property which may at any time be or become
unproductive, nor shall they invest in unpro-
ductive property. Assets which do not qualify
PAGE.0p3i013
II
Page 3 of 12
~ FEB 9 '95 9:22 FP.OM TO SHPT
f' ~ a FAX
for the marital deduction
shall not be Placed in
this Trust.
TO the extent also
that other assets
qualifying for the
marital deduction are avail-
able, this bequest shall
distribution of: not be satisfied by the
(a) assets with respect to
which a credit for
foreign taxes paid is allow-
able under the Internal
Revenue Code; (b) assets
which may be sub'
Ject to both income and estate
taxes and which ma
Y be eligible for a credit or
deduction; or
(c) United States Treasury bonds
eligible for redemption at par in payment of
federal estate taxes.
PAGE . O~Ja; c~ I
~d) If mY wife should not survive me, then
the Provisions of this
Item shall be void
.~'~. the part of mY estate w • and
hick would have
toted the foregoin consti-
g Trust shall beco
mY residuar me Part of
y estate disposed of i
this n ITEM y of
mY Last Will and Testament.
z- ~M v:
the rest I give, devise
residue and remainder of and ~queath all
the precedin mY estate, not disposed of in
g portions of this Wil l r..
•tp'
BANK, Carlisle, Pen the COMMpW~ALTH NAT70NAL
nsylvania, as
"Trustee"), IN TRUST Trustee (hereinafter called
NEVERTHELESS, for the following uses and
purposes:
~a) The Trustee s
from the principal of hall paY the net income arising
this .Trust in quarterly install-.
ments to my wife, d'OSEE M. WEIbNER, during her lifet
ime.
(b) During the lifetime of
Trustee mY said wife, the
shall pay, to or for the benefit of my said
1
Page ~ of 12
FEB 9 '95 9:22 FFOP1
' • ~ • _ Tn ~HPG FA-: FACE. ~~g,
• 013
.^• r~
«.,~s
wife so much of the principal of this Trust as may be
necessary, in the sole discretion of the Trustee
(other than my said wife), for the proper support,
maintenance, medical care and college or higher
education of my said. wife and her dependent children.
(c) Upon the death of my said wife, or if she
predeceases me, then upon my death, the Trustee shall
immediately pay the sum of Ten Thousand ($1 , 00)
Dollars to the Carlisle Hospital to be added to that
institution's permanent trust endowment and shall
further immediately pay the sum of Ten Thousand
($10,000) Dollars to th first Lutheran Church,
Carlisle, Pennsy v ia, to be added to that institu--
tion's permanent endowment trust fund, bath of said
sums to be paid from interest and/or.principal held
under this Trust. After payment of said sums, the
Trustee shall divide the principal and any accretions
thereto and any accumulations of income into as many
equal parts as there are then living children of mine
and then deceased children of mine represented by
then living issue. The Trustee shall hold one such
share as a separate Trust for the`'benefit of each
living child, and one such share as a separate TXUSt
far the benefit of the issue of each such then de-
ceased child, per stirpes.
(d) In each Trust thus established for a then
3iving child of mine, the~Trustee shall quarterly
pay to or for the benefit of such child all of the
income and so much of the principal of said Trust as,
in the discretion of the Trustee, may be necessary
Page 5 of l2
e ' ~
f i FEB 9 ' 95 9 : c3 FPQP1
TC~ SHPG Fa,=' PArE.[~BiGt13
to maintain such child in the proper station in life,
including proper support, maintenance, medical care
and college or higher education.
Upon such child's attaining the age of
thirty (30) years, the Trustee shall pay to such
child one-third (1/3) of the then principal. Upon
such child's attaining the age of thirty-five (35)
years, the Trustee shall pay to such child one-half
(1/2) of the then remaining principal. Upon such
child's attaining the age of (arty (40) years, the
Trustee shall pay to such child all of the balance
of the then remaining principal.
~~ ~
Should such child die before final distribu_
tion of the assets of said Trust
but be survived by
.then living issue, the Trustee shall quarterl
Y pay the
net income from said Trust to or for the benefit of
said issue, per stirpes, living at each time of quar-
terly distribution; as soon as any ane of said issue
attains the aqe of twenty one (z 1) years, and in no
event later than twenty (20) years following the death
of my child, the Trustee shall p~y'over all of the
then assets in the Trust to the then. living issue of
such deceased child, per stirpes, Should such child
die before final distribution and not be survived by
then living issue, the provisions of subparagraph (f)
herein shall obtain.
(e) In each Trust established for .the benefit
of the issue of a deceased child of mine, the Trustee
shall quarterly pay the net income to or for the bene-
y fit of the issue of such deceased child, per stirpes,
page 6 of 12
' ..
FEB 9 '95 9:23 FROM
~ ~ ° TO SHPG FA:-; PfirE,ph7i013
."'~.
living at each time of quarterly distribution; as soon
as any one of said issue attains the age of twenty-one
(21) years, and in no event later than twenty (2 p)
years following the death of the survivor of my wife
and myself, the Trustee shall pay over all of the then
assets in the Trust to the then living issue of my
deceased child, per stirpes.
(f) If at any time before final distribution of
the assets of any of the Trusts established for my
children or issue of deceased children, there are no
living beneficiaries of said Trust, the Trust shall
terminate, and its assets shall be added to the other
then existent Trust created herein for the benefit of
mY children or their issue, Provided, that if any of
said Trusts herein created have previously been termi-
nated by payment of its principal to its beneficiaries,
said beneficiaries who received payment of the princi-
pal oL that Trust shall collectively be considered an
"existent Trust" for the purpose of this paragraph,
and on equal share shall be paid directly to such
beneficiaries in the same proportion by which they
received the principal of the Trust, or, if deceased,
to their issue, pez stirpes,
(91 In the event that Grantor is
not survived
by his wife or any issue, or in the event there are
no issue of Grantor surviving upon the termination
of any Trust, the principal shall bo paid to those
individuals who would then be entitled thereto under
the intestate laws of Pennsylvania then in effect as
if Grantor had died at that time intestate.
Page 7 of 12
4i
FEB 9 '95 3:23 FROM
~ ` ~ a TO SHPG FA;+ PAGE. GJ08i~J l3
ITS VI:
have the ri ht MY wife, JOSEE M, WEIbNER
g to withdraw $5,000.00 ~ shall
Trust established from the principal of
under xTEM V of t the
If she is livin o his Will each taxable
9 n the Last da Year.
right to also Y of such year, she shall
withdraw an amount have the
value of the equal to 5$ of the net
principal on such 1 market
$5,000.00 ast day less the amount of s
previously withdrawn durin uch
shall be madQ 9 the taxable year.
within thirty da s Payment
less any Trustee' Y of the close of the taxable
s commission Year,
rights Payable with respect thereto
of withdrawal Both
shall be non-
only in wiitin c`i"'ulative and may be exerc'
g delivered to the xsed
to the last da Trustee within thirty da .
Y °f $uch taxable year- YS Prior
IT' ~ VrI:
No
°f the Property held under Part of the income or principal
sub' any Trust created b
Oect to attachment Y this Will, shall be
• levy or seizure
assignee or trustee pr by any credito
receiver r• spouse,
Prior to in bankruptcy of a
his or her actual nY beneficiary
over receipt thereof.
the net income The Trustee s
and the princi hall pay
Hated, as t pal to the parties herein
heir interests desig-
ed.anti may appear, without re
cipation, pledgin 9ard to any attempt_
g or assignment
Trust, and without re a by any beneficiar
9 rd to Y under a
attachment any claim thereto 0
• seizur r attempted lev
e ar other process ~' Y•
against said b@neficiary-
IT'~ VIA:
during the continuance In the settlement of m
of the fare Y estate and
Trustee shall going Trusts, mY. Executor
possess, among others, the followin and the
g powers:
(a) To retain an
Y investments z may have at my
death, includin
stock of an g specifically those consisting of
Y bank even if I }gave
Exec named such bank as m
utor herein, so y
long as mY Executor or Trustee ma
deem it advisable to my estate
Y
so to do.
Page 8 of l2
' e
~ ~ , a.
(b) To vary investment - -~ ~<~r::::.°;
s, when deemed desirable
by my Executor or Trustee, and to invest in such bonds,
stocks, notes, real estate
mortgages ox othex securities
ar in such other propert
Y, real or personal, as they
shall deem wise, without being restricted to so-called
"legal investments", and without bein
statute or rule of law g limited by any
regarding investments by fidu-
ciaries.
(c1 In order to effect a
division of the principal
of my estate or for any other
purpose, including any.
final distribution, the Executor and Trustee are author-
ized to make said divisions o
r distributions of the
personalty and realty partly or wholly in kind, at a
fair value determined at
the date of division or distri-
bution. should it a
ppear desirable to partition any
real estate, the Executor or
Trustee is authorized to
make, join in and consummate partitions of lands, vol-
untarily or involuntaril
Y. including giving of mutual
deeds, recognizances or
other obligations, With as
wide powers as an individual owner in fee simple.
(d) To sell either at public. or private sale
and upon such terms .~
and conditions as the Executor or
Trustee may deem advanta
genus to the estate or Trust,
any or all real or personal estate or intexest therein
owned by the estate or Trust s
everally or in conjunc_
Lion with other persons or ac
quired after my death by
mY Executor or Trustee, and to
consummate said sale or
sales by sufficient deeds or
other instruments to the
purchaser or purchasers ~ _
conveying a fee simple title,
free and clear of all trust and without obligation or
Page 9 of 12
„ ~
FEB 9 '95 9:24 FROM
Tr, SHPG FF?;
.+'-.
liability of the purchaser or purchasers to see to the
application of the purchase money or to make inquiry
into the validity of said sale or sales= also, to make,
execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be
necessary or desirable in currying out any of the
powers conferred upon my Executor ar Trustee iti this
paragraph ar elsewhere in my Will.
(e) To mortgage real estate, and to make leases
of real estate.
,~
(f) To borrow money from any party, including
the Executor or Trustee, to pay indebtedness of mine
or of my, estate, expenses of administration or inheri-
tance, legacy, estate and other taxes, and to assign
and pledge assets of my estate therefor.
(g) To pay all costs, taxes, expenses and
charges in connection with the administration of my
estate or a Trust.
(h) To vote any shares of stock which form a
part of the estate ar Trust, and to otherwise exer-
cise all the powers incident to the ownership of
such stock.
(i) In the discretion of my Executor or Trustee,
to unite with other owners of similar property in
carrying out any plans for the reorganization of any
corporation or company whose securities form a part
of the estate.
Page 10 of 12
FRr,E.0117.'~ll'3
s
FEB 9 ' 9S 9: 2S FP,OM
~ ry ~ I~
.~
TO SHPG Ff~:~. PRGE . Ll 1 1 • [~ ] 3
(j) To do all other acts in their judgment
deemed necessary or desirable for the proper and
advantageous management, investment and distribution
of the estate or Trust.
ITEM IX: In the event that there should
be established in the Last Will and Testament of my wife, JOSEE M.
WEZDNER, Trusts similar to the Trusts herein established for the
benefit of my children and their issue, the Trustee of each of
said Trusts created in this Will shall have the right of merging
it with the similar Trust for the same beneficiaries created in
my said wife's Will, and operating each of said merged Trusts as
a single Trust.
ITEM x: Any person, other than Testator's
wife, who shall have died at the same time as Testator, or in a
common disaster with him, or under such circumstances that it is
difficult or impossible to determine who died first, shall be deemed
to have predeceased him. If Testator and his wife die at the same
time or in a common disaster, or under such circumstances that it
is difficult or impossible to determine who died first, Testator's
wife shall be deemed to have survived him. Any person (other than
Testator) who shall have died at the seine time as any then recipient
of income or in a common disaster with such beneficiary, or under
such circumstances that it is difficult or impossible to determine
who died first, shall be deemed to have predeceased such beneficiary,
ITEM xT: If at any time any minor-child
shall be entitled to receive any assets hereunder, the COMMONWEALTH
NATIONAL .BANK, Carlisle, Pennsylvania, shall act as Guardian of the
assets. payable to such child. Such Guardian may receive and admin-
ister all assets authorized by law, and shall have full authority
Page 11 of 12
4
i
R • t tP
~`
:~
FEB B ' 95 9: c5 FR!3h1
- Tn SHPr, FAX PAr,E.l~1~~~13
.~_
to use such funds
in any manner it shall deem
best interests of such advisably for the
child. Said Guardian shall have all the
r~-ghts and privile es
9 as to the Guardianship(s) and its assets as
are herein granted to the Trustee
and Executor as to the Trusts
and my estate and the assets therein,
ITEM XII:
1 hereby nominate
appoint my wife J ~ constitute and
OSE£ bi. WEIDNER, and the COMMONWEALTH NATIONAL
SANK, Carlisle,
Pennsylvania, to be my Executors, herein referred
to as "Executor", My Executor
. ~'rustee and Guardian are specifi-
cally relieved from the duty or obligation of filing any bond or
bonds.
IN WITNESS WHEREpF, I
have set my hand and seal to this,
mY Last Will and Testament
consisting of this, and the preceding
eleven (11) pa~eS, at the end of
each page of .which I have also set
my initials for greater
security and better identification this
~~~ day of ~.~.N,,
r 1978.
Page 12 of 12
Robert E. Weidne` ~. "--(S~'}
We. the undersigned, hereb
Will was si ned Y certify that the foregoing
g sealed. Published and declared b
Testator as and Y the above-named
for his Last Will and Testament, in the presence
of us, who, at his request and in his
of each other Presence and in the presence
r have hereunto set our hands and seals the day and
year first above written, and we certify that at the time of the
,' ~
eXeCUtion therFO£
s r• , the said
mind and ~e$tatox
memory. was of sound and disposing
c
To ~~.~, (SEA,) Residing at
/ (SEAL) Residin
g at
T- ~
'r' i- (SEAL)
Residing at ~"~,~
1~
f. ,
M
.'.:\ - _